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Apple, Microsoft, Alphabet, Amazon and Nvidia are worth nearly $9 trillion combined as an AI boom has seen investors pile into mega-cap tech stocks. ....
A slowdown in demand for tech hasn't been priced into markets yet - so investors should avoid buying into mega-cap stocks, BofA's Savita Subramanian said. ....
Mega-cap tech stocks are overbought and their rally may be closer to stalling - but there's no evidence yet of them topping out, Fundstrat's Mark Newton said. ....